We constantly look outside the bank for the best investment ideas and opportunities globally. By understanding your investment needs, we work alongside you and your advisors to make sure your portfolio is right for you and your family.
We think outside the bank
Our pioneering Wealth Philosophy uses behavioural psychology to help us to understand the way you like to invest and your appetite for risk, ensuring we can collaborate effectively to help you meet your personal and commercial ambitions. Your Private Banker will introduce you to a dedicated investment advisor who will ensure you’ll be backed with the full power of Barclays to meet the challenges of investing in a 24/7, ever-changing world.
You can choose how to invest with us. If you prefer to delegate investment management to Barclays, discretionary services will create the right portfolios overseen by a dedicated specialist working with expert professionals and fund managers from outside the bank. If you prefer more control, backed by our market-leading advice and support, then advisory services could be for you.
You’ll also have access to our expert Wealth Planners and partners to navigate the ever-changing world of tax across different jurisdictions and asset classes.
For professional investors, we give you control. You can access foreign exchange and fixed income pricing from across the market, working across our global network.
Discretionary and advisory Investment Services
Choose how to invest, with support from a dedicated investment specialist. We offer a broad range of investment, fund and execution platforms, backed by the Barclays Group. Our reach means you’ll have privileged access to global markets and to ideas and opportunities unavailable elsewhere.
Whether you’d like us to manage investments on your behalf, or decide to exercise more control, we provide a custom solution for your investment ambitions.
Among the products and services we offer are:
- A dedicated investment specialist to work with you
- Bespoke or modelled Discretionary Portfolio Management, diversified to manage risk efficiently
- Single asset class portfolios
- A full range of funds and structured products
If you’d like to have more control of your portfolio, then our advisory investment services might be for you. Our investment specialists will work alongside you, discussing ideas in detail before you make the final decisions. The service includes:
- Investment advice tailored to your needs
- Alerts to investment ideas and opportunities, trends and themes as they arise
- Privileged access to product providers around the world
- Our global research and due diligence capabilities
Wealth Planning Solutions
Access to our network gives you the opportunity to collaborate with the right partners to help you navigate the ever-changing tax regulations across jurisdictions around the world.
Although we don’t provide tax advice, our understanding and experience can help manage and protect your wealth – whether it’s to secure your legacy and lay the foundations for your family’s future or to ensure you can enjoy retirement to the full.
Our Wealth Planners support you by working with your tax and legal advisors, provided you operate in line with the Barclays Tax Principles.
We provide access to a range of tax-efficient solutions and investments to ensure you can achieve your financial ambitions:
- Enterprise Investment Solutions and Venture Capital Trusts allow you to discover the best ideas and opportunities from smaller UK businesses tax efficiently
- Business Property Relief schemes to simplify your estate planning
- Offshore Bonds to help manage your tax liabilities
- Self-Invested Personal Pensions
Tax rules are subject to change and how they affect you depends on your personal circumstances. Barclays does not provide tax or legal advice. For that, you'll need to consult a professional advisor.
If you’re a professional investor who wants to control your own portfolio, trade and manage risk without advice, you can access global markets, research, real-time market information and trading ideas from across our network.
We give you access to partners around the world in a wide range of securities including equities, fixed income, over-the-counter (OTC) derivatives (subject to regulation), and foreign exchange.
With our capital markets service, we do not provide advice proactively. However, we can give you access to a number of brokers and liquidity pools and our market-leading global research capabilities.
Please be aware investments and the income from them can fall in value as well as rise, and you may not recover the value of your original investment. Past performance is no predictor of future performance.